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Medtronic

1,283 hedge funds and large institutions have $91B invested in Medtronic in 2017 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 458 increasing their positions, 547 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 86

13% more capital invested

Capital invested by funds: $80.9B → $91B (+$10.1B)

1% more funds holding

Funds holding: 1,2681,283 (+15)

0.11% less ownership

Funds ownership: 82.62%82.51% (-0.11%)

6% less funds holding in top 10

Funds holding in top 10: 5047 (-3)

16% less repeat investments, than reductions

Existing positions increased: 458 | Existing positions reduced: 547

24% less call options, than puts

Call options by funds: $322M | Put options by funds: $422M

Holders
1,283
Holders Change
+15
Holders Change %
+1.18%
% of All Funds
31.94%
Holding in Top 10
47
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6%
% of All Funds
1.17%
New
118
Increased
458
Reduced
547
Closed
86
Calls
$322M
Puts
$422M
Net Calls
-$100M
Net Calls Change
+$178M
Name Holding Trade Value Shares
Change
Change in
Stake
CBB
1001
Citizens Business Bank
California
$363K
CC
1002
Cadinha & Co
Hawaii
$362K
PCM
1003
Perritt Capital Management
Illinois
$361K +$82K +1,050 +31%
MAM
1004
Meeder Asset Management
Ohio
$360K -$5.04M -64,538 -94%
PFS
1005
Physicians Financial Services
North Carolina
$360K -$84.4K -1,080 -19%
DWA
1006
Douglass Winthrop Advisors
New York
$360K
CBN
1007
Cadence Bank NA
Texas
$359K +$6.72K +86 +2%
CFG
1008
Citizens Financial Group
Rhode Island
$358K -$66.2K -848 -16%
RTS
1009
Round Table Services
New Jersey
$356K +$346K +4,424 New
WPP
1010
Whalerock Point Partners
Rhode Island
$355K
RIM
1011
Regent Investment Management
Kentucky
$354K
TSWM
1012
Triangle Securities Wealth Management
North Carolina
$353K
AIM
1013
Acropolis Investment Management
Missouri
$352K
BB
1014
Bell Bank
North Dakota
$351K -$25.7K -329 -7%
HH
1015
Hilltop Holdings
Texas
$350K
AssetMark Inc
1016
AssetMark Inc
California
$349K +$18K +230 +6%
CCA
1017
Cobblestone Capital Advisors
New York
$348K -$84K -1,075 -20%
TF
1018
Tompkins Financial
New York
$344K -$70.3K -900 -17%
AZA
1019
Arthur Zaske & Associates
Michigan
$344K
WI
1020
Wintrust Investments
Illinois
$339K +$78.9K +1,010 +32%
PCM
1021
Pointe Capital Management
Michigan
$339K +$329K +4,207 New
PL
1022
Parkwood LLC
Ohio
$337K -$312K -3,992 -49%
WSCM
1023
Wellington Shields Capital Management
New York
$334K
LOAMS
1024
Lombard Odier Asset Management (Switzerland)
Switzerland
$334K +$324K +4,146 New
AWM
1025
AE Wealth Management
Kansas
$333K +$323K +4,133 New

MDT Hedge Fund Activity: Q1 2017 in Review

1,283 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q1 2017, worth a combined $91B — up 13% from $80.9B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new MDT positions and 86 closed out — a net gain of 32 holders — while 458 added to existing stakes and 547 trimmed.

The largest buyer was BlackRock, adding an estimated $6.54B. The largest seller was Capital World Investors, cutting an estimated $831M.

  • 1,283 institutional investors held Medtronic (MDT) as of Q1 2017, up from 1,268 in Q4 2016.
  • Funds reported $91B of Medtronic stock for Q1 2017, up 13% quarter-over-quarter.
  • 118 funds opened new Medtronic positions in Q1 2017 and 86 closed out, a net change of +32 holders.
  • The largest Medtronic buyer in Q1 2017 was BlackRock, an estimated $6.54B added.
  • The largest Medtronic seller in Q1 2017 was Capital World Investors, an estimated $831M sold.

Based on aggregated 13F filings for Q1 2017.